| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK4 years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 250 RIVERCHASE PARKWAY E · HOOVER, AL 35244 | Advisory (Plan) | $72,319 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,216 |
Filed as: NA NA Service code 10 PO BOX 1607 · SHREVEPORT, LA 711651607 | Accounting | $7,850 |
HOLLAND & KNIGHT1 year Filed as: HOLLAND & KNIGHT LLP Service code 29 PO BOX 936937 · ATLANTA, GA 311936937 | Legal | $2,698 |
WALLER LANSDEN DORTCH & DAVIS9+ years Filed as: WALLER LANSDEN DORTCH & DAVIS, LLP Service code 29 PO BOX 198966 · NASHVILLE, TN 372198966 | Legal | $355 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $271 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 | Securities brokerage | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,831 | $47,173+73.5% | $149,740-45.4% | $74,478+9.9% |
| Participation rate | 98.6% | 63.4%+35.2pp | 78.8%+19.8pp | 70.7%+27.8pp |
| Annual return | 20.76% | 22.75%-2.0pp | 134.51%-113.8pp | 34.37%-13.6pp |
| Employer contribution / active EE | $4,306 | $1,903+126.3% | $4,821-10.7% | $2,637+63.3% |
| Participant deferral / active EE | $3,209 | $2,730+17.5% | $5,683-43.5% | $4,530-29.2% |
| Admin fee / account holder | $208 | $343-39.5% | $13,222-98.4% | $347-40.2% |